Financial Planning & Analysis Business Partner

Redefined; Royal Tunbridge Wells; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading health provider is looking for a Financial Analyst to join their team in Royal Tunbridge Wells. The successful candidate will be responsible for preparing financial reporting, analysing performance against targets, and supporting the strategic financial planning process. Strong commercial acumen and advanced proficiency in Excel are key requirements. This position offers a competitive salary, hybrid working arrangements, and various employee benefits including a pension scheme and annual leave.

Benefits

Competitive annual salary

Annual performance-based bonus

Contributory pension scheme

Private medical cover

28 days annual leave plus Bank Holidays

Employee discounts

Qualifications

• Proven analytical skills with the ability to explain variances and trends.
• Experience working under tight deadlines.
• Eligibility to work in the United Kingdom.

Responsibilities

• Prepare financial results messaging and commentary.
• Analyse results to identify gaps between actual performance and targets.
• Deliver reporting requirements for various stakeholders.
• Coordinate inputs for strategic financial planning.

Skills

Strong commercial acumen

Excellent relationship management

Negotiation and influencing

Problem-solving skills

Advanced proficiency in Excel

Experience with Anaplan

Knowledge of insurance sector

Tools

PowerBI

Access

Job description

Description

Join AXA Health as a key part of our Financial Planning and Analysis team, where you'll play a vital role in shaping the financial success of our business. In this role, you'll apply your business acumen to produce insightful reporting on financial results and KPIs, co‑ordinate our strategic planning and rolling forecasts, and drive continuous improvements in financial management information. Working closely with stakeholders across the organisation, you'll ensure our financial insights remain relevant and support us in tracking progress against our business targets and objectives. If you're passionate about leveraging financial data to influence strategic decision‑making, this is an exciting opportunity to make a real impact at AXA Health.

At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means either attendance at one of our office locations, visiting clients or attending industry events.

What you'll be doing:

• Prepare financial results messaging and commentary summarising performance against prior results and targets, highlighting implications for business goals.
• Analyse results to identify gaps between actual performance and targets, providing insights into key performance drivers.
• Deliver all reporting requirements for Health ExCom, Group reporting, and local stakeholders.
• Support the annual strategic financial planning process by coordinating inputs from the Strategy, Pricing, and Distribution teams.
• Assist in producing in‑year forecasts (half‑year and full‑year) and ad‑hoc analysis to support business planning.
• Develop dynamic financial MI and analysis to provide clear insights into performance drivers and emerging risks or opportunities.
• Identify potential risks and opportunities to enable proactive mitigations and ensure targets are met.
• Deputise for the FP&A Manager and collaborate with the wider team to maintain efficient financial processes for results, control, reporting, and forecasting.

Due to the number of applications we expect to receive for this role, we reserve the right to close this advert earlier than the listed closing date to ensure we’re able to effectively manage interest. Therefore, if you're interested in joining us at AXA, please don't hesitate to apply.

What you'll bring:

• Strong commercial acumen, ideally within the private health market, with proven analytical skills to identify and explain variances and trends.
• Excellent relationship management skills to maintain a robust business information network.
• Negotiation and influencing abilities to manage business MI delivery and collaborate with non‑finance colleagues on forecasts and plans.
• Strong problem‑solving skills to resolve data issues and identify drivers behind financial trends.
• Advanced proficiency in Excel and Access, with experience working with reporting databases.
• Ability to work under tight deadlines and handle pressure around key deliverables.
• Experience with Anaplan and PowerBI is advantageous.
• Understanding of insurance sector, accounting principles, and presenting complex financial data is preferred.
• As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

What we offer:

• Competitive annual salary
• Annual company & performance‑based bonus
• Contributory pension scheme (up to 12% employer contributions)
• Life Assurance (up to 10 x annual salary)
• Private medical cover
• 28 days annual leave plus Bank Holidays
• Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
• Wellbeing services & resources
• AXA employee discounts

To apply, click on the 'apply for this job' button, you'll then need to log in or create a profile to submit your CV. We're proud to be an Equal Opportunities Employer and don't discriminate against employees or potential employees based on protected characteristics. If you have a long‑term condition or disability and require adjustments during the application or interview process, we're proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to [e-mail].

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Who we are:

At AXA Health, we're passionate about helping our members to put their health first, whether that's individuals and families, small businesses, or huge corporates. From fast access to diagnosis and treatment, to guidance and tools that can help them manage their health every day, not just when there's a problem, our members can be confident we'll guide them, every step of the way.